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Zynergy Retirement Planning’s General Dynamics GD Stock Holding History

Zynergy Retirement Planning’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$29K – 115
2024
Q2 		$29K Buy
+100
New +$29.3K 0.02% 55

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Zynergy Retirement Planning's GD Position: Q3 2024 in Review

Zynergy Retirement Planning sold out of General Dynamics (GD) in Q3 2024, closing a stake of 100 shares — an estimated $29K sold.

Zynergy Retirement Planning first reported a position in GD in Q2 2024 and held it in 1 quarter. The position peaked at $29K in Q2 2024. 1,802 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • Zynergy Retirement Planning reported no remaining General Dynamics position as of Q3 2024 after selling out during the quarter.
  • Zynergy Retirement Planning sold 100 General Dynamics shares in Q3 2024, an estimated $29K.
  • Zynergy Retirement Planning first reported a position in General Dynamics in Q2 2024 and held it in 1 quarter.
  • Zynergy Retirement Planning's General Dynamics position peaked at $29K in Q2 2024.
  • 1,802 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on Zynergy Retirement Planning's 13F filing for Q3 2024, filed 7 Nov 2024.